Trusts and Estates

Our goal is simple: to facilitate an efficient transition of wealth and assets as per our client’s wishes, whether within families, between generations or to charitable organizations. Count on us for not only our legal knowledge and experience to tailor a plan to your needs, but also our personal approach and commitment to professional service.
Our trusts and estates practice includes:

  • Will and Trust Preparation
  • Trust Funding
  • Formation of irrevocable insurance, qualified
    domestic, charitable remainder, and special
    needs trusts
  • Administration and settlement of estates
  • Trust Administration, Modification and
  • Advice on Probate Avoidance
  • Income, Estate and Gift Tax Planning
  • Lifetime gifting of assets to individuals
    and charity
  • Intergenerational Wealth Management
  • Asset Protection
  • Family Business Succession Planning
  • Trusts designed for minors, education, spend
    thrift protection, substance abuse or other
    unique circumstances
  • Powers of Attorney and Advance Directives
  • Proper Asset Titling and Beneficiary
  • Pre and Post Marital Agreements
  • Preparation of Estate and Gift Tax Returns